The enhancements and modifications below are available as of October 12, 2009.
Account Management now supports SEPA (Single Euro Payments Area) withdrawals. To initiate a SEPA withdrawal, on the Cash Transfers page in the Funds Management section, select Withdraw Cash from the Transaction drop-down list, then select SEPA Initiated at IB from the Method drop-down list. Enter withdrawal information as required.
For more information about SEPA withdrawals, see Withdrawals under the Cash Transfers tab on the Funds and Banking page. For instructions on how to initiate a SEPA withdrawal, see the Account Management Users' Guide.
ATON (Account Transfer on Notification) position transfers can now include US and Canadian options. For more information, see the Position Transfers tab on the Funds and Banking page.
For instructions on how to initiate an ATON position transfer, see the Account Management Users' Guide.
Check withdrawals are now limited to US customers who have a US mailing address.
For more information about withdrawals, see Withdrawals under the Cash Transfers tab on the Funds and Banking page.
When adding positions to an ACATS (Automated Customer Account Transfer Service) position transfer, you can now select more than one position for each asset type on a single page. Previously, you could only add a single position at a time for each asset type on a single page.
Report Management in EmployeeTrack Management now includes Activity Flex, Trade Confirms Flex and Delivery Settings pages. These pages are identical to the pages in Account Management's Report Management section. Compliance Officers now have access to activity Flex queries and trade confirms Flex queries, and can now set up email delivery for daily and/or monthly activity statements and any activity or trade confirmation Flex queries they have created.
Account Administration in EmployeeTrack Management now includes a Deactivate Account page. The main compliance officer managing a EmployeeTrackSM account now has the ability to permanetly deactivate the account. Once an account is deactivated using this new page, all linked employee accounts will be delinked from the account and the employer record will be removed from the system.
On the Trading Configuration page, customers with Portfolio Margin accounts can now select Stock Borrow permissions to borrow US stocks electronically via the AQS® electronic stock loan and borrow marketplace
On the Financial Information page, Individual and Joint account customers will see a new section called Additional Sources of Income. This section lets customers select one or more additional sources of income from a list of possible sources, and enter the annual percent of income and description for each selected income source.
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